Subtask level access permissions
For example, 50 people are working on the same task. There are 100 subtasks of that task. The admin wants that : 25 users should be just able to view & edit subtasks owned by them. 10 users should be able to just view all subtasks and edit nothing.Insert dependent Picklist and multivlaue Picklist
Adding 2 new kind of custom field would be ideal - dependent Picklist (picklist where the list of selectable values dependes by the choise of another value) - multivlaue Picklist (picklist where more than 1 value could be selected) These new fields could be very helpful both in task than issuesSubtask : having some parameters like owner, due date being inherited from task
Hi, I am having some issues with subtask creation. The way we operate in our business, most of our tasks and their subtasks are done by the same person. Is it possible to set some inherited parameters that would be automatically set when we are creatingHow can I add Material cost to a project?
Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks BarbaraResource Utilization should take into account Completion % or Timelog
If you are a user that has this same problem or wants to see this happen, please hit the Thumbs Up button and post a comment below. The more people ask, the more Zoho listens. The problem: There is a major flaw with the Resource Utilization report inCustom Project View by Project Group
Hi Zoho Team, I used to have a custom project view which showed all my active projects (not cancelled or completed) and the list was separated into projects groups. Some time ago, possibly a couple of months ago, I began to see all projects even cancelledIs there a way to import timesheets from an excel spreadsheet into Projects?
We have external consultants that fill in timesheets on a spreadsheet, as well as timesheets from our customer systems that are in an excel spreadsheet. We are trying to minimize the filling in of timesheets to only once and would like to be able to import these excel spreadsheets into projects. For example, customer A has their own timekeeping system that requires our consultants to log time in their timesheets. We want to export this from their system and import into zoho projects.I want to update a task in zoho project api
I want to update a task in zoho project api. I am passing custom item values but it is not updating properly. How do I pass the value to update? I am attaching a picture, the value of Body is dummy. My guess is that it is because of the way the Body valueTime Log Configuration
Time logs are an effective way to track your users' hours. In our previous post, we saw how to move timesheets from one task or issue to another. In this post, you will learn how to configure these timesheets from the setup page. For instance, considerProject roll-up: Work hours total not shown in task list or milestones
Hi, It is really important for us to have a total of work hours by task lists and milestones, as we use these to track the Planned VS Actual instead of individual tasks. The work hours total don't show in task lists or in milestones. Is this a bug? Otherwise, when will you provide this feature? Thank youCan't add users as present in other DC
What the heck is "DC" ? I get this when adding literally any user and it is getting seriously annoying now... :/ If it means that the email address already belongs to another Zoho portal then this is just stupid and it should allow user's to be addedField Dependency in Task Fields
Please consider introducing field dependencies such as you are doing it on Zoho Desk. Yesterday I was customizing a Task layout for the first time where I did require to relate 2 fields and I did assume that Projects would already have this feature because it was already being presented in another Product from Zoho but to my surprise I've found out that there isn't a dependency feature in Projects. Below is the "Field Dependency" option menu from Zoho Desk. This feature is not a full fledged solutionMind mapping in Zoho Projects
Good morning, I would like to congratulate the Zoho team for building such an inovative and responsive application that fits in the daily challenges of so many work groups. I would like suggest you another functionality that helps a lot in project planning and development: mind mapping. Mind mapping would be of great help for brianstorming, knowledge management and other needs in online collaboration. Thanks and wish you all the best! George Maha Empresa Júnior Multidisciplinar do Instituto deMove Timesheet from one Task/Issue to another
Timesheets are used for tracking time logs of tasks, and issues. You can control the number of hours a user can log into timesheets. In Zoho Projects, you can move these timesheets from one task/issue to another. Consider a scenario where John is an employeeI would like to update a task's person in charge item with a function, but I get an error.
I'm running into the error again. I am writing a process to automatically assign the task to the creator when the last person in charge of the task is empty, but I cannot update it. I try to pass it as per the data I got from the api or update it similarTEAM assigned based on FIELD (defined in LAYOUT)
Hi, Need some advice how to tackle this. We have project template - 40 tasks. Projects are reapeatable with only difference: for few specific tasks they are either executed by local team or global team. I was wondering if I can have one template forTimesheet Approvals
Hello, Is there a limit to the amount of timesheet approvals you can do for changing items from billable to non-billable? I've been doing a lot today and now I can no longer update timesheet entries to billable or non-billable. I click to make the selectionProvide customization to Project notifications
Hi, The current notifications from Projects lack information and cannot be customized. The project name is missing but also the notification url could be set up to a more friendlier name. It would be good to have control to customize the notificationsZoho Projects Timesheets API - Does fetch_by_modifiedtime work?
Does fetch_by_modifiedtime work? I have a couple of logs that where created on 7/15/2022, but has a date of 6/30/2022. When I use Get All Time Logs, I can only see them if I use the 6/30 date.Filter in progress tasks where starting date is after {today}
Hello, is it possible to create a custom view which filters all in progress tasks assign to an user where starting date is after {today}? Thank youZoho projects API - logs
Hi I am able to retrieve time logs for a specific month via the API but when a try to use a date range I get a "BadRequest" error. I am sure there is a problem with the GET syntax. Please can you provide some guidance? Below is the GET request I am sending.Set Integration Field as mandatory
Hi, The newly released integrated field is great but needs the ability to be set as mandatory.Simply export / import tasks in a project
Hi, Given a Zoho project, I have exported all its tasks into a .xls or a .csv file. Then in order to correctly import my tasks into my project back, I need to : - edit the exported file to remove its header information (or the import tool won't find any columns, except one for the project name) - indicate to the import tool, within the file which column stands for each task information (task name -> task, % -> % complete ...) I don't understand why I have to edit an exported file Zoho created, inThe value does not change when I run the update function of zoho project.
The value does not change when I run the update function of zoho project. zoho.projects.update(portalID, projectID, "tasks", taskID, details_map, "connections"); ↑ This is the function we are using. The items we want to update are custom items. How doCustomer Approval of Project Timesheets
After a session with Zoho Support, it appears, that it's not possible to enable Client Approval of timesheets that are created within Projects. I have to assume other Projects users have the same need, i.e. Client Approval of timesheets in order to invoice.This project could not be synced because it is not associated with a primary client
When I go to ProjectName->Finance I receive a "This project could not be synced because it is not associated with a primary client" error. The project has been associated in ZohoCRM with the client. How can I set the primary client for this project. OtherAssign project owner to specific tasks on project template
Hi all I managed to create a project template and wonder if there is a way to assign tasks in a way that depending on who starts a new project using this template, specific task would automatically assigned to the creator of the nwe project. Thank you.Email Add-to Project
It would be really handy to add emails as a Project task. Many emails I get translate to project tasks that need to be billed, and as it is, I have to recreate them as project tasks.Can email notifications be opt in rather than opt out?
Could you please make it so that email notifications are opt in for users and not opt out? We may have to stop using Zoho. Some of my colleagues like and use it; others don't want to experience the details of project management—they just want to be updated verbally at meetings. Sure, they can configure their own settings, but why do I have to make them do that? Many will just say: make this stop; I don't care if it means that you have to stop using this tool. I guess I could give the an alias emailManaging Prepaid Hours for Consulting
We are a consulting firm that bills clients a flat upfront annual fee plus an hourly rate and offer a discount for pre-paying a block of hours. Hours that surpass the pre-paid block are billed monthly at the normal rate. If there are any pre-paid hours remaining at the end of the project they are banked for future use. I'm not seeing a method of doing this in Projects/Books/CRM... thoughts?Dependencies or Subtasks
I have a main task, with 10 sub tasks. I do not want anyone to be able to mark the main task as complete, until all the sub tasks are complete. is the only way to do this via dependencies? and if yes, then is there a way to bulk set all the sub tasks to be the predecessor or the main task?Discuss module is now supported in the latest version of the Zoho Projects Android mobile app
Hello, In the latest version of the Projects Android mobile app (v3.5), we have brought in support for below enhancements. Discuss module: You can access the Discuss module from the navigation drawer (please refer to the GIF below) and create chatsI want an api collection for Zoho project
Is there an api collection for Zoho project? I would like to import all collections into Postman. I have found them in the cliq api and the CRM api, but I couldn't find the project collection.Roll up does not affect to milestones
Hello to all, when I mark roll up into a project the task lists duration are modified depending on the duration of the tasks under the task list, but does not happen the same to the Milestones, the Milestones duration are not modified for the task lists duration that are attached to the milestone. Does anyone why can it happen? Regards, Luis[Feature Deprecated] Gamescope in Zoho Projects
This feature is no longer available. All work and no play makes Jack a dull boy. Well, yes. That's true! Tiring work, buzzing coffee makers, busy turnstiles , occupied meeting rooms, back-to-back status updates and what not. Your everyday routine need not have to be this hectic. It can be more rewarding. It can be more fun. Zoho Projects believes in this fact and hence has launched Gamescope - A module that turns every project into an exciting game and boosts the spirit of your team by leaps andAssigning A Custom Field Picklist Value Via API
Hey everyone, I have a project that has a custom layout with custom fields (shocker). I can update simple custom fields just fine, however a handful of these fields are Picklists, of which I seemingly cannot assign values to through the API. I've triedTip #30 - Cloning a project
Sometimes, you'll want to use the same data from an existing project to create a new one. This is usually done by cloning an existing project. We have a simple work around wherein you can create a project template in Zoho Projects and save time recreating the wheel. Using this, it is possible to duplicate the data from an existing project into a new project. When creating a project template select the option "Choose from Projects" and select the project which you want to clone or duplicate to reuseAdministrator having the ability to change user profile deta
Dear Zoho: I have been using BasecampHQ and they allow the Admin to do anything to the Users. Change: name, photo, address, etc. This is a useful feature, as most users are lazy and most admin have to do the work for them, or risk having incomplete user profiles. I highly recommed changing this to give the Admin more rights. Thanks, Andy Andy JacobsHow to associate a task with a milestone
Hi there, Is it possible to associate a Task with a Milestone without creating a TaskList please? When creating the task there's no such option (or at least I am not able to find it). When you click on the created task, however, on the right hand side there's a field that says Associated Milestone: None (please see the screenshot attached). This field doesn't seem to have an edit option? Can someone please advise? Thanks in advance, LinaSet specific date on recurring tasks
Hi, I'd just like to know if it is possible to set specific date for recurring tasks ona premium account. Your prompt response on this would be highly appreciated. Thanks!Next Page
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Time Log Configuration
Time logs are an effective way to track your users' hours. In our previous post, we saw how to move timesheets from one task or issue to another. In this post, you will learn how to configure these timesheets from the setup page. For instance, considerMove Timesheet from one Task/Issue to another
Timesheets are used for tracking time logs of tasks, and issues. You can control the number of hours a user can log into timesheets. In Zoho Projects, you can move these timesheets from one task/issue to another. Consider a scenario where John is an employeeDiscuss module is now supported in the latest version of the Zoho Projects Android mobile app
Hello, In the latest version of the Projects Android mobile app (v3.5), we have brought in support for below enhancements. Discuss module: You can access the Discuss module from the navigation drawer (please refer to the GIF below) and create chats[Feature Deprecated] Gamescope in Zoho Projects
This feature is no longer available. All work and no play makes Jack a dull boy. Well, yes. That's true! Tiring work, buzzing coffee makers, busy turnstiles , occupied meeting rooms, back-to-back status updates and what not. Your everyday routine need not have to be this hectic. It can be more rewarding. It can be more fun. Zoho Projects believes in this fact and hence has launched Gamescope - A module that turns every project into an exciting game and boosts the spirit of your team by leaps andTip #30 - Cloning a project
Sometimes, you'll want to use the same data from an existing project to create a new one. This is usually done by cloning an existing project. We have a simple work around wherein you can create a project template in Zoho Projects and save time recreating the wheel. Using this, it is possible to duplicate the data from an existing project into a new project. When creating a project template select the option "Choose from Projects" and select the project which you want to clone or duplicate to reuse
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The value does not change when I run the update function of zoho project.
The value does not change when I run the update function of zoho project. zoho.projects.update(portalID, projectID, "tasks", taskID, details_map, "connections"); ↑ This is the function we are using. The items we want to update are custom items. How doProvide customization to Project notifications
Hi, The current notifications from Projects lack information and cannot be customized. The project name is missing but also the notification url could be set up to a more friendlier name. It would be good to have control to customize the notificationsI want an api collection for Zoho project
Is there an api collection for Zoho project? I would like to import all collections into Postman. I have found them in the cliq api and the CRM api, but I couldn't find the project collection.TEAM assigned based on FIELD (defined in LAYOUT)
Hi, Need some advice how to tackle this. We have project template - 40 tasks. Projects are reapeatable with only difference: for few specific tasks they are either executed by local team or global team. I was wondering if I can have one template forI want to update a task in zoho project api
I want to update a task in zoho project api. I am passing custom item values but it is not updating properly. How do I pass the value to update? I am attaching a picture, the value of Body is dummy. My guess is that it is because of the way the Body value
Sticky Posts
Work agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classicTime Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepZoho Projects: Quarterly Updates | Q1 2022
We would like to share the quarterly updates for the period January to March. User Hierarchy: Users can enable Hierarchy settings to maintain a tree structure based on user roles. You can assign reporting managers and approve Timesheets based on the reportingIntroducing Issue Reports at an Org Level
In addition to the reports on projects, tasks, and timesheets we have recently implemented reports for issues at an organization level. This report displays the number of issues across all the projects using various criteria such as Status, Assignee,Auto-update the Successor Task Status.
Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successor
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